First, you will need to add your business as a beneficiary by going to your Profile --> Businesses and following the prompts. You may be asked to provide your IRS EIN documentation along with the state certification for your business.
Once your business has been approved, it will appear as an option in the Beneficiary dropdown when creating an Income Source, connecting an account, or creating a Pod.
IMPORTANT: When creating Income Source accounts or Pods that you expect to receive business funds in, you MUST ensure that the beneficiary is updated to your business.
Comments (0 comments)